DISTRIC TEAM COMPONENT & PRIZES
CONSUMER: PRODUCT GRID & MINUMUN QUALIFICATIONS
BUSINESS: PRODUCT GRID & MINUMUN QUALIFICATIONS
MARITIME MULTI-PRODUCT MULTIPLIER
TREASURE TROVE OF KNOWLEDGE
100

WHAT ARE THE 2 CATEGOIRES?

*Consumer Hidden Gem Category (5 top districts)

*Business Deep-Sea Partnership Category(5 top districts)

100

MNIMUM QUALIFIERS

 CHECKING ACCOUNT 

1(POINT)

*DIRECT 

*3 OR MORE DEBITS (CHECK CARD, ACH, OR PAPER CHECK) 

* AN AVERAGE DAILY BALANCE OF $250.00 AT THE END PF THE QUALITY REVIEW PERIOS.

100

MNIMUM QUALIFIERS

CHECKING

(1 POINT)

*ACH CREDIT

*3 OR MORE DEBIT (CHECK, ACH, OR PAPER CHECK) 

*AN AVERAGE DAILY BALANCE OF $250.00 AT THE END OF THE QUALIFY REVIEW PERIOD (MAY 16,2025)

100

1 PRODUCT CATEGORY

1 POINT

100

QUESTION

You refer a client to your Wealth Partner. You Wealth Partner opens a checking and savings for your client and the client deposits $50,000.











1 point for the checking account, 1 point for the savings account plus
3 product multiplier categories:
4 points for the checking; 4 points for the savings; 4 points for the client balance growth
14 points total
200

Who will reveal Sunken Treasure Bonus Prize?

District finishing in the top 5 on BOTH 

*Consumer Hidden Gem Category

*Business Deep-Sea Partnership Category

200

MNIMUM QUALIFIERS 

SAVINGS/MONEY MARKET

(1 POINT)

AVERAGE DAILY BALANCE OF $250 AT THE END OF THE QUALIFY REVIEW PERIOD (MAY 16,2025)

200

MNIMUM QUALIFIERS

CREDIT CARD

(1 POINT)

*BOOKED DURING THE CAMPAING TIME PERIOD AND ACTIVATED BY MAY 16,2025

*BUSINESS CREDIT CARDS WILL BE CAPPED AT 50 ACCOUNTS PER LPID 



200

2 PRODUCTS CATEGORY

2 POINTS FOR EACH CATEGORY FOR A TOTAL OF 

4 POINTS.

(CHECKING AND SAVING)

(CHEKING AND CD)

200

CRC opens a business checking and credit card for a client on 3/15. Refers the client to SBS who books a business loan on 3/31 and refers the Merchant. Merchant books an MPS account on 4/15.

1 point for the checking account, 1 point for the credit card, 1 point for the loan, 2 points for MPS plus 4 product multiplier categories:
8 points for the checking; 8 points for the credit card (once both meet min qualifiers);
8 points for the loan on 3/31
8 points for the MPS on 4/15
plus 32 points for the MPS Multiplier
69 points total

300

HOW MANY WINNERS PER CATEGORY?

TOTAL OF 4 RAMDOM WINNERS PER CATEGORY

*4 CONSUMER

*4 BUSINESS


300

MNIMUM QUALIFIERS 

CERTFICATE O DEPOSIT

(1 POINT) 

NEW OR RENEWED: CAPPED 1 CD PER LPID PER DAY PER TERM

300

MNIMUM QUALIFIERS

MERCHANT 

PAYMENT

SERVICES (MPS)

*INCLUDES FUSION PAY, BUSINESS ESSENCIALS AND ACCOUNTS BOOKED BY MERCHAND PARTNER. 

*MERCHANT PAYMENT SERVICES ACCOUNT WILL BE CAPPED AT 50 ACCOUNTS PER LPID.

300

3 PRODUCTS CATEGORY

4 POINTS FOR EACH CATEGORY FOR A TOTAL OF 

12 POINTS.

(CHECKING SAVING AND PERSONAL LOAN)


300


An existing business client opens a MPS account.




2 points for the MPS
2 total points
400

TRUE OR FALSE

DISTRICTS HAVE THE OPORTUNITY TO WIN ONLY PNE OF THE 2 PRIZE CATEGORY?

FALSE: DISTRICT HAVE THE OPORTUNITY TO WIN ONE OR BOTH OF THE TWO PRIZE CATEGORIES

400

MNIMUM QUALIFIERS

CONSUMER LENDING

(1 POINT)

*PERSONAL LOANS

*HOME EQUITY LOANS

*HOME EQUITY LINES


400

MNIMUM QUALIFIERS

BUSINESS LENDING 

*INCLUDES CASH FLOW MANAGER, QUICK LOAN, AND BUSINESS RESERVE LINE

400

4 PRODUCTS CATEGORY

8 POINTS FOR EACH CATEGORY FOR A TOTAL OF 

32 POINTS.

(CHECKING+ (SAVING, MM, CD) + (, HELOC, P. LOAN, HEIL) + (BALANCE GROWTH 25K OR MORE) 


400

A business client opens a Business Essentials Account.

1 point for the checking account, 2 point for the MPS plus
2 product multiplier categories:
2 points for the checking; 2 points for the MPS
plus 4 points for the MPS Multiplier

11 points total  

500

TRUE OR FALSE

SMALL BUSINESS TEAM MEMBERS ARE ONLY ELEGIBLE FOR THE BUSINESS DEEP-SEA PARTNESHIP PRIZE

TRUE

500

MNIMUM QUALIFIERS 

CLIENT BALANCEE GORWTH 


CLIENT OPEN CONSUMER DEPOSIT/ CONSUMER LENDING, INCREASES THEIR AVERAGE DAILY BALANCES ACROSS ALL CONSUMER ACCOUNT (NEW/EXISTING) BY $25000 OR MORE BY THE END OF THE UQALIFY REVIEW PERIOD (MAY 16,2025) 

FOR EXSITNG CUSTOMERS AVERAGE DAILY BALANCE WILL BE COMPARED TO THE FEB.2025 AVERAGE DAILY BALANCE. 

500

HOW MANY POINTS 

FOR A CHECKING ACCOUNT, SAVINGS ACCOUNT, AND CD

 3 POINTS

500

PROVIDE A BUSINESS MULTIPLIER EXAMPLE 

(CHECKING + CREDIT CARD + MERCHANT PAYMENT SERVICES + BUSINESS LENDING)

500

A business client opens a checking and savings.

1 category:
1 point for the business checking
1 point total